Importing Invoices

Introduction

Importing invoices into the Plan Management feature with Brevity that relate with the provision of direct supports and services for participant that is being plan managed is undertaken through the Plan Management list. The invoice import function will allow the plan manager to either approve the invoices or redirect them to the participant for approval. Approve invoices will be processed into the bulk payment claim file for upload through PRODA.

Additional information

Refer to the following topics for additional information

Importing Rules

• Services have been invoiced.

• Invoice services have not already been paid, invoice status should be awaiting

• Service Provider identified with the invoiced service viz the the third party listed to the participants funding record.

• Active Participant plan.

• Ensure invoiced services are timesheet approved.

• Invoice date and date of service within a valid plan range.

• Service category applicable with the invoiced services maintained against the plan.

• Sufficient balance left on the service category to approve the invoice.

Importing Invoices

To import invoices from the direct services core supports module into the Plan Management module observe the following steps;

Select the Care Management > Plan management sub menu to open the Plan Management list page.